Featured Blog
HSA and Medicare Premiums – How to Best Use Your HSA After Age 65
Once you enroll in Medicare, you can no longer contribute to your Health Savings Account anymore but you can still use it tax-free for the rest of your life. In fact, since medical expenses are one of the largest expenses
Why We Don’t Invest Clients into Funds that Sell Covered Calls for Income
Blog
New Mutual Fund Window in the Thrift Savings Plan
What is the TSP Mutual Fund Window? Think of the mutual fund window as a separate investment “sub-account” inside your TSP. You move (transfer) money from your TSP core funds
Hybrid Long Term Care Life Insurance – Pros and Cons
Long term care insurance is important because the costs of long term care can be a burden on just about every retiree. Because of the high costs, many people turn
Life Insurance – Employer Benefit vs Private Policy
Should you buy additional life insurance from your employer, or through a private policy from an insurance company? Anyone is able to buy life insurance directly from an insurance company.
Retirement and Taxes – Two Items to Check on Your Tax Return
There are a number of valuable items you can review on your tax return to reduce how much tax you are paying when retired:
Bond Market Investing With Rising Interest Rates and Inflation
Today’s environment of rising interest rates and inflation has made for a very volatile period for your bond investments. What has typically been the safe, boring part of your retirement
What is Cryptocurrency, and Does it Belong in Your Retirement Portfolio?
Cryptocurrency has taken the world by storm. But many people don’t have an understanding of what it is or know if it belongs as part of your retirement savings. Below
3 Things you Didn’t Know About Iowa’s 529 Plan
If you are saving for a child’s college, you are probably already aware of Iowa 529 accounts. These accounts provide tax free growth of your investments and give you a
IPERS vs TIAA – What’s the Best Iowa Retirement Option?
Is IPERS a better option than TIAA for your retirement? There are differences between IPERS and TIAA that will have a significant impact on your retirement. Depending on what choice
Investments and Charity – How to Use Your Retirement Accounts to Donate
There are a number of ways to use your investments to give to charity that not only are great for the charity, but also gives you potentially valuable tax breaks.